Structuring of technical information and documentation (IEC 62023:2011)

This international standard provides rules for applying a method of structuring technical information and documentation by using a main document (leading document) for the clustering of the information for each object.

Structuration des informations et de la documentation techniques (IEC 62023:2011)

Structuration des informations et de la documentation techniques (CEI 62023:2011)

La CEI 62023:2011 fournit des règles relatives à l'application d'une méthode de structuration des informations et de la documentation techniques basée sur l'utilisation d'un document principal (document premier) rassemblant les informations sur chaque objet. Cette édition annule et remplace la première édition de la CEI 62023 publiée en 2000. Cette édition constitue une révision technique. Elle inclut les modifications importantes suivantes par rapport à l'édition précédente: - la terminologie utilisée dans la publication a été adaptée à celle utilisée dans CEI 81346-1:2009 et CEI 62507-1:2010; - les chiffres ont été adaptés aux principes utilisés dans la CEI 81346-1 afin de mieux illustrer les relations entre les normes; - les exemples des annexes ont été dotés de commentaires. Le contenu du corrigendum de février 2012 a été pris en considération dans cet exemplaire.

Zgradba tehnične informacije in dokumentacije (IEC 62023:2011)

Ta mednarodni standard določa pravila za uporabo metode priprave tehnične informacije in dokumentacije z glavnim dokumentom (vodilnim dokumentom), s katero se poveže informacije o posameznem objektu.

General Information

Status
Published
Publication Date
11-Jan-2012
Current Stage
6060 - National Implementation/Publication (Adopted Project)
Start Date
10-Jan-2012
Due Date
16-Mar-2012
Completion Date
12-Jan-2012

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SLOVENSKI STANDARD
SIST EN 62023:2012
01-marec-2012
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SIST EN 62023:2002
=JUDGEDWHKQLþQHLQIRUPDFLMHLQGRNXPHQWDFLMH ,(&
Structuring of technical information and documentation (IEC 62023:2011)

Structuration des informations et de la documentation techniques (IEC 62023:2011)

Structuration des informations et de la documentation techniques (CEI 62023:2011)

Ta slovenski standard je istoveten z: EN 62023:2012
ICS:
01.110 7HKQLþQDGRNXPHQWDFLMD]D Technical product
L]GHONH documentation
29.020 Elektrotehnika na splošno Electrical engineering in
general
SIST EN 62023:2012 en

2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

---------------------- Page: 1 ----------------------
SIST EN 62023:2012
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SIST EN 62023:2012
EUROPEAN STANDARD
EN 62023
NORME EUROPÉENNE
January 2012
EUROPÄISCHE NORM
ICS 29.020 Supersedes EN 62023:2000
English version
Structuring of technical information and documentation
(IEC 62023:2011)
Structuration des informations et de la Strukturierung technischer Information
documentation techniques und Dokumentation
(CEI 62023:2011) (IEC 62023:2011)

This European Standard was approved by CENELEC on 2011-11-23. CENELEC members are bound to comply

with the CEN/CENELEC Internal Regulations which stipulate the conditions for giving this European Standard

the status of a national standard without any alteration.

Up-to-date lists and bibliographical references concerning such national standards may be obtained on

application to the CEN-CENELEC Management Centre or to any CENELEC member.

This European Standard exists in three official versions (English, French, German). A version in any other

language made by translation under the responsibility of a CENELEC member into its own language and notified

to the CEN-CENELEC Management Centre has the same status as the official versions.

CENELEC members are the national electrotechnical committees of Austria, Belgium, Bulgaria, Croatia, Cyprus,

the Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy,

Latvia, Lithuania, Luxembourg, Malta, the Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia,

Spain, Sweden, Switzerland, Turkey and the United Kingdom.
CENELEC
European Committee for Electrotechnical Standardization
Comité Européen de Normalisation Electrotechnique
Europäisches Komitee für Elektrotechnische Normung
Management Centre: Avenue Marnix 17, B - 1000 Brussels

© 2012 CENELEC - All rights of exploitation in any form and by any means reserved worldwide for CENELEC members.

Ref. No. EN 62023:2012 E
---------------------- Page: 3 ----------------------
SIST EN 62023:2012
EN 62023:2012 - 2 -
Foreword

The text of document 3/1050/FDIS, future edition 2 of IEC 62023, prepared by IEC/TC 3 "Information

structures, documentation and graphical symbols" was submitted to the IEC-CENELEC parallel vote and

approved by CENELEC as EN 62023:2012.
The following dates are fixed:
(dop) 2012-08-23
• latest date by which the document has
to be implemented at national level by
publication of an identical national
standard or by endorsement
(dow) 2014-11-23
• latest date by which the national
standards conflicting with the
document have to be withdrawn
This document supersedes EN 62023:2000.

EN 62023:2011 includes the following significant technical changes with respect to EN 62023:2000:

— the terminology used in the publication has been adapted to the one used in EN 81346-1:2009 and

EN 62507-1:2011;

— the figures have been adapted to the principles used in EN 81346-1:2009 in order to better illustrate

the interrelations between the standards;
— the examples in the annexes have been provided with comments;

Attention is drawn to the possibility that some of the elements of this document may be the subject of

patent rights. CENELEC [and/or CEN] shall not be held responsible for identifying any or all such patent

rights.
Endorsement notice

The text of the International Standard IEC 62023:2011 was approved by CENELEC as a European

Standard without any modification.

In the official version, for Bibliography, the following notes have to be added for the standards indicated:

IEC 62507-1:2010 NOTE Harmonized as EN 62507-1:2011 (not modified).
IEC 81346-2:2009 NOTE Harmonized as EN 81346-2:2009 (not modified).
---------------------- Page: 4 ----------------------
SIST EN 62023:2012
- 3 - EN 62023:2012
Annex ZA
(normative)
Normative references to international publications
with their corresponding European publications

The following referenced documents are indispensable for the application of this document. For dated

references, only the edition cited applies. For undated references, the latest edition of the referenced

document (including any amendments) applies.

NOTE When an international publication has been modified by common modifications, indicated by (mod), the relevant EN/HD

applies.
Publication Year Title EN/HD Year
IEC 61082-1 2006 Preparation of documents used in EN 61082-1 2006
electrotechnology -
Part 1: Rules
IEC 61355-1 2008 Classification and designation of documents EN 61355-1 2008
for plants, systems and equipment -
Part 1: Rules and classification tables
IEC 61360 - Component data dictionary (CDD) - -
IEC 62027 - Preparation of object lists, EN 62027 -
including parts lists
IEC/PAS 62569-1 - Generic specification of information on - -
products -
Part 1: Principles and methods
IEC 81346-1 2009 Industrial systems, installations and EN 81346-1 2009
equipment and industrial products -
Structuring principles and reference
designations -
Part 1: Basic rules
IEC 82045-1 2001 Document management - EN 82045-1 2001
Part 1: Principles and methods
IEC 82045-2 2004 Document management - EN 82045-2 2005
Part 2: Metadata elements and information
reference model
ISO 7200 - Technical product documentation - EN ISO 7200 -
Data fields in title blocks and document
headers
---------------------- Page: 5 ----------------------
SIST EN 62023:2012
---------------------- Page: 6 ----------------------
SIST EN 62023:2012
IEC 62023
Edition 2.0 2011-10
INTERNATIONAL
STANDARD
NORME
INTERNATIONALE
colour
inside
Structuring of technical information and documentation
Structuration des informations et de la documentation techniques
INTERNATIONAL
ELECTROTECHNICAL
COMMISSION
COMMISSION
ELECTROTECHNIQUE
PRICE CODE
INTERNATIONALE
CODE PRIX V
ICS 29.020 ISBN 978-2-88912-707-8
® Registered trademark of the International Electrotechnical Commission
Marque déposée de la Commission Electrotechnique Internationale
---------------------- Page: 7 ----------------------
SIST EN 62023:2012
– 2 – 62023  IEC:2011
CONTENTS

FOREWORD ........................................................................................................................... 4

INTRODUCTION ..................................................................................................................... 6

1 Scope ............................................................................................................................... 7

2 Normative references ....................................................................................................... 7

3 Terms and definitions ....................................................................................................... 7

3.1 General terms ......................................................................................................... 8

3.2 Terms related to documentation structure .............................................................. 10

3.3 Terms related to document structure ..................................................................... 11

3.4 Alphabetical index of terms ................................................................................... 12

4 General .......................................................................................................................... 12

4.1 Basic principles of structuring of systems, installations and products..................... 12

4.2 Objects and documents describing the objects ...................................................... 14

4.3 Documentation structure and document structure .................................................. 14

4.3.1 Documentation structure ............................................................................ 14

4.3.2 Document structure ................................................................................... 14

4.3.3 Border between documentation structure and document structure ............. 15

5 Main document and complementary documents .............................................................. 15

5.1 General ................................................................................................................. 15

5.2 Contents of the main document ............................................................................. 16

5.2.1 Document parts ......................................................................................... 16

5.2.2 Document part containing complementary documents ............................... 17

5.2.3 Document part containing characteristic properties .................................... 17

5.2.4 Document part containing constituent objects ............................................ 17

5.3 Relationship between main document and complementary documents .................. 18

5.3.1 Main document .......................................................................................... 18

5.3.2 Complementary documents ....................................................................... 18

5.4 Single-level and multi-level main documents ......................................................... 19

5.5 Classification of the main document ...................................................................... 20

6 Representations of an object .......................................................................................... 20

6.1 General ................................................................................................................. 20

6.2 Presentation of an object type at its occurrences ................................................... 20

6.3 Referencing ........................................................................................................... 21

6.4 Document metadata .............................................................................................. 21

Annex A (informative) Example of a composite main document based on a parts list

document .............................................................................................................................. 24

Annex B (informative) Example of a main document based on a list of documents,

referencing data sheet, object lists, etc. ................................................................................ 27

Bibliography .......................................................................................................................... 32

Figure 1 – Illustration of an object with three aspects, and where each of these aspects

are used for sub-structuring .................................................................................................. 13

Figure 2 – Information content of a document describing an object ....................................... 15

Figure 3 – Documentation structure for a single object .......................................................... 16

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SIST EN 62023:2012
62023  IEC:2011 – 3 –
Figure 4 – Main document and complementary documents; illustration of different

degrees of partitioning of the information into different documents ........................................ 19

Figure 5 – Relations among objects and documents ............................................................. 23

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SIST EN 62023:2012
– 4 – 62023  IEC:2011
INTERNATIONAL ELECTROTECHNICAL COMMISSION
____________
STRUCTURING OF TECHNICAL INFORMATION
AND DOCUMENTATION
FOREWORD

1) The International Electrotechnical Commission (IEC) is a worldwide organization for standardization comprising

all national electrotechnical committees (IEC National Committees). The object of IEC is to promote

international co-operation on all questions concerning standardization in the electrical and electronic fields. To

this end and in addition to other activities, IEC publishes International Standards, Technical Specifications,

Technical Reports, Publicly Available Specifications (PAS) and Guides (hereafter referred to as “IEC

Publication(s)”). Their preparation is entrusted to technical committees; any IEC National Committee interested

in the subject dealt with may participate in this preparatory work. International, governmental and non-

governmental organizations liaising with the IEC also participate in this preparation. IEC collaborates closely

with the International Organization for Standardization (ISO) in accordance with conditions determined by

agreement between the two organizations.

2) The formal decisions or agreements of IEC on technical matters express, as nearly as possible, an international

consensus of opinion on the relevant subjects since each technical committee has representation from all

interested IEC National Committees.

3) IEC Publications have the form of recommendations for international use and are accepted by IEC National

Committees in that sense. While all reasonable efforts are made to ensure that the technical content of IEC

Publications is accurate, IEC cannot be held responsible for the way in which they are used or for any

misinterpretation by any end user.

4) In order to promote international uniformity, IEC National Committees undertake to apply IEC Publications

transparently to the maximum extent possible in their national and regional publications. Any divergence

between any IEC Publication and the corresponding national or regional publication shall be clearly indicated in

the latter.

5) IEC itself does not provide any attestation of conformity. Independent certification bodies provide conformity

assessment services and, in some areas, access to IEC marks of conformity. IEC is not responsible for any

services carried out by independent certification bodies.

6) All users should ensure that they have the latest edition of this publication.

7) No liability shall attach to IEC or its directors, employees, servants or agents including individual experts and

members of its technical committees and IEC National Committees for any personal injury, property damage or

other damage of any nature whatsoever, whether direct or indirect, or for costs (including legal fees) and

expenses arising out of the publication, use of, or reliance upon, this IEC Publication or any other IEC

Publications.

8) Attention is drawn to the Normative references cited in this publication. Use of the referenced publications is

indispensable for the correct application of this publication.

9) Attention is drawn to the possibility that some of the elements of this IEC Publication may be the subject of

patent rights. IEC shall not be held responsible for identifying any or all such patent rights.

International Standard IEC 62023 has been prepared by technical committee 3: Information

structures, documentation and graphical symbols.

This second edition cancels and replaces the first edition of IEC 62023 published in 2000.

This edition constitutes a technical revision.

This edition includes the following substantial changes with respect to the previous edition:

• the terminology used in the publication has been adapted to the one used in
IEC 81346-1:2009 and IEC 62507-1:2010;

• the figures have been adapted to the principles used in IEC 81346-1:2009 in order to

better illustrate the interrelations between the standards;
• the examples in the annexes have been provided with comments;
---------------------- Page: 10 ----------------------
SIST EN 62023:2012
62023  IEC:2011 – 5 –
The text of this standard is based on the following documents:
FDIS Report on voting
3/1050/FDIS 3/1071/RVD

Full information on the voting for the approval of this standard can be found in the report on

voting indicated in the above table.

This publication has been drafted in accordance with the ISO/IEC Directives, Part 2.

The committee has decided that the contents of this publication will remain unchanged until

the stability date indicated on the IEC web site under "http://webstore.iec.ch" in the data

related to the specific publication. At this date, the publication will be
• reconfirmed,
• withdrawn,
• replaced by a revised edition, or
• amended.

IMPORTANT – The 'colour inside' logo on the cover page of this publication indicates

that it contains colours which are considered to be useful for the correct

understanding of its contents. Users should therefore print this document using a

colour printer.
---------------------- Page: 11 ----------------------
SIST EN 62023:2012
– 6 – 62023  IEC:2011
INTRODUCTION

IEC 62023 can be seen as a bridge between system structuring principles and documentation

structuring principles, in that it provides:

• a standardization of common practice in manufacturing industry with regard to the

organization of information / documentation according to the product structure by means

of a main document;

• a further detailing and formalization of guidance already given in IEC 61355-1:2008, by

the general establishment of the main document concept with explicit referencing to

complementary documents in a document set for a technical object; and

• an application of the object concept from the structuring principles of IEC 81346-1:2009 in

the area of document structuring. It goes beyond the existing documents in that it shows

how objects with several aspects can be kept together in a systematic way.

In Product Data Management (PDM) systems the ”objects” in the product structure, which are

configuration controlled information objects, correspond logically to main documents.

However, although they fulfil all necessary requirements for being documents, the term is

sometimes not used for them.
---------------------- Page: 12 ----------------------
SIST EN 62023:2012
62023  IEC:2011 – 7 –
STRUCTURING OF TECHNICAL INFORMATION
AND DOCUMENTATION
1 Scope

This international standard provides rules for applying a method of structuring technical

information and documentation by using a main document (leading document) for the

clustering of the information for each object.
2 Normative references

The following referenced documents are indispensable for the application of this document.

For dated references, only the edition cited applies. For undated references, the latest edition

of the referenced document (including any amendments) applies.

IEC 61082-1:2006, Preparation of documents used in electrotechnology – Part 1: Rules

IEC 61355-1:2008, Classification and designation of documents for plants, systems and

equipment – Part 1: Rules and classification tables
IEC 61360, Component data dictionary (CDD).
Available from:
IEC 62027: -, Preparation of object lists, including parts lists

IEC/PAS 62569-1, Generic specification of information on products – Part 1: Principles and

methods

IEC 81346-1:2009, Industrial systems, installations and equipment and industrial products -

Structuring principles and reference designations – Part 1: Basic rules
IEC 82045-1:2001, Document management – Part 1: Part 1: Principles and methods

IEC 82045-2:2004, Document management – Part 2: Metadata elements and information

reference model

ISO 7200, Technical product documentation – Data fields in title blocks and document

headers
3 Terms and definitions

For the purposes of this document, the following terms and definitions apply. In the

definitions, terms that are defined elsewhere in this clause are shown in italics.

An alphabetical index of terms is given in 3.4.

NOTE Definitions taken over from other international standards are not necessarily literally cited, but adapted to

the form required for definitions according to the ISO/IEC Directives.
—————————
In preparation.
---------------------- Page: 13 ----------------------
SIST EN 62023:2012
– 8 – 62023  IEC:2011
3.1 General terms
3.1.1
object
entity treated in a process of development, implementation, usage and disposal

NOTE 1 The object may refer to a physical or non-physical “thing”, i.e. anything that might exist, exists or did

exist.
NOTE 2 The object has information associated to it.
[IEC 81346-1:2009, definition 3.1]
3.1.2
system

set of interrelated objects considered in a defined context as a whole and separated from their

environment

NOTE 1 The system is considered to be separated from the environment and from the other external systems by

an imaginary surface, which cuts the links between them and the system.
NOTE 2 A system is generally defined with a view to achieve a given objective.

NOTE 3 The term system should be qualified if it is not clear from the context to what it refers.

Examples of a system: a drive system, a water supply system, a stereo system, a computer.

NOTE 4 When a system is part of another system, it may be considered as an object.

[IEC 351-21-20, modified]
3.1.3
plant
assembly of different systems on a specific site
[IEC 61355-1:2008, definition 3.10]
3.1.4
aspect
specified way of viewing an object
[IEC 81346-1:2009, definition 3.3]
3.1.5
structure

organization of relations among objects of a system describing constituency relations

(consists of/is a part of)
[IEC 81346-1:2009, definition 3.9]
3.1.6
occurrence (of an object)

use of an object type within a specified context (another object or system) irrespective of

which object individual is being used
[IEC 62507, definition 3.15]
3.1.7
identifier

attribute associated with an object to unambiguously identify it in a specified domain

NOTE In an identification system several types of identifiers may be required.
[IEC 62507-1, definition 3.8]
---------------------- Page: 14 ----------------------
SIST EN 62023:2012
62023  IEC:2011 – 9 –
3.1.8
identification number
string of characters representing the value of the identifier

NOTE 1 It is practice that although the term says “number” the string can contain other types of characters as

well.

NOTE 2 The terms product number, item number; part number; article number; product identifying number,

traceability number (serial or batch) are sometimes used as synonyms to identification number.

NOTE 3 Identification numbers are often required to be unique (an object shall have one number only). This is an

unnecessary strong requirement, it is sufficient if they are unambiguous. An object may have more than one

identification number, even if this is an undesirable situation.

Furthermore, it is assumed in the definition that an organization may be responsible for more than one

identification number domain. This is a commonly occurring situation when organizations are merged, etc.

NOTE 4 For products, identification number is normally assigned at the engineering of the object. Objects with the

same identification number are supposed to have the same “form, fit and function” and hence being

interchangeable.
[IEC 62507-1, definition 3.5, modified]
3.1.9
identification (activity)
act of associating identification numbers to an object
[IEC 62507-1, definition 3.4]
3.1.10
product number
product ID
part number
part ID

identification number of a product, based on an identification system used by a particular

organization

NOTE The term part is often synonym for a product that is expected to be used as a component of one or more

assembled products. Part number is therefore synonym to product number.
3.1.11
reference designation

identifier of a specific object formed with respect to the system of which the object is a

constituent, based on one or more aspects of that system
[IEC 81346-1:2009, definition 3.11]
3.1.12
reference designation set

collection of two or more reference designations assigned to an object of which at least one

unambiguously identifies this object
[IEC 81346-1:2009, definition 3.14]
3.1.13
type (of object)
class of objects having the same set of characteristic properties
[IEC 62507-1, definition 3.16]
---------------------- Page: 15 ----------------------
SIST EN 62023:2012
– 10 – 62023  IEC:2011
3.2 Terms related to documentation structure
3.2.1
document

fixed and structured amount of information that can be managed and interchanged as a unit

between users and systems

NOTE 1 This unit may not necessarily be human perceptible. Information is usually stored on a data medium.

NOTE 2 The term document is not restricted to its meaning in a legal sense.

NOTE 3 A document can be designated in accordance with the type of information and the form of presentation,

for example overview diagram, connection table, function chart.

[IEC 61082-1:2006, definition 3.1.2 and IEC 82045-1:2001, definition 3.2.3, modified]

3.2.2
document number
document ID
identification number assigned to a document
[based on IEC 82045-2:2004, (Clause 8)]
3.2.3
documentation (noun)
collection of documents related to a given subject
NOTE 1 This may include technical, commercial and/or other documents.

NOTE 2 The term subject may refer to objects in the sense of IEC 81346 or to other things to be addressed.

NOTE 3 A documentation can consist of documents, composite documents and document sets.

NOTE 4 The number and kinds of documents in a documentation can differ according to purpose.

[IEC 61355-1:2008, definition 3.5]
3.2.4
document set
collection of different documents which is intended to be treated as a unit
NOTE Document sets may consist of documents and composite documents.
[IEC 61355-1:2008, definition 3.4]
3.2.5
main document
leading document

document representing an object and containing or referring to the complete information on

the object
3.2.6
single-level main document
main document that specifies one assembly level of sub-objects only
3.2.7
multi-level main document
main document that specifies more than one assembly level of sub-objects
3.2.8
complementary document
supplementary document
referenced document, containing part of the information on an object
---------------------- Page: 16 ----------------------
SIST EN 62023:2012
62023  IEC:2011 – 11 –

NOTE Complementary documents may carry the detailed information, while the main document may carry

information on the organization of the complementary documents only. Example: drawings can be complementary

documents to object lists.
3.2.9
document kind

type of document defined with respect to its specified content of information and form of

presentation
NOTE Sometimes the term document type is used for the same concept.
[IEC 61355-1:2008, definition 3.6]
3.2.10
document kind class

group of document kinds having similar characteristics concerning content of information

independent from the form of presentation.
[IEC 61355-1:2008, definition 3.7]
3.3 Terms related to document structure
3.3.1
document part

identifiable part of a document having a defined purpose with respect to the document

NOTE The concept of document parts emanates from the observation that a document can be sub-divided into

parts, logically and/or physically. A logical part presents information in a homogeneous form of presentation.

Examples of such parts are: administrative part, part containing characteristic properties, part containing

complementary documents, drawing part, revision part, and document header. Example of physical parts: page,

text block, figure, or, considering other media than paper: diskette.
3.3.2
composite document

document containing different parts of information, each part related to a different document

kind class
[IEC 61355-1:2008, definition 3.3]
3.3.3
list item

presentation as part of a table or list of an ordered set of characteristic property values

pertaining to one specific object
[IEC 62027:--, definition 3.3.1]
3.3.4
document list body
table containing list items specifying documents
3.3.5
object list body

table containing list items specifying the objects that constitute an assembly (or sub-

assembly) or system and, if necessary, reference documents
[IEC 62027:--, definition 3.3.2]
---------------------- Page: 17 ----------------------
SIST EN 62023:2012
– 12 – 62023  IEC:2011
3.4 Alphabetical index of terms
Term Term number Term Term number
aspect 3.1.4 main document 3.2.5
complementary document 3.2.8 multi-level main document 3.2.7
composite document 3.3.2 object 3.1.1
document 3.2.1 object list body 3.3.5
document ID 3.2.2 occurrence 3.1.6
document kind 3.2.9 part ID 3.1.10
document kind class 3.2.10 part number 3.1.10
document list body 3.3.4 plant 3.1.3
document number 3.2.2 product ID 3.1.10
document part 3.3.1 product number 3.1.10
document set 3.2.4 reference designation 3.1.11
documentation (noun) 3.2.3 reference designation set 3.1.12
ID 3.1.9 single-level main document 3.2.6
identification 3.1.9 structure 3.1.5
identification number 3.1.8 supplementary document 3.3.2
iden
...

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